The 30 Stocks in the Buffett Portfolio
We analyze the equity holdings of Berkshire Hathaway.
It's a happy time of year for Berkshire Hathaway (BRK.B) shareholders and Warren Buffett watchers. Berkshire, of course, is the holding company run by Buffett, one of the all-time great investors. On March 6, the company released its 2003 shareholder report, which contained both Berkshire's full-year results and a lengthy commentary from Buffett. And in mid-February, Berkshire filed its 13F reports with the SEC. A 13F form details the equity holdings of large institutional investors, including insurance companies like Berkshire Hathaway. These 13Fs give us a periodic peek inside of Berkshire's equity portfolio.
If it were a mutual fund, Berkshire's equity portfolio would rank ninth-largest among domestic-equity funds, right on par with Fidelity Contrafund (FCNTX) and Dodge & Cox Stock (DODGX), and about one third the size of Vanguard 500 Index (VFINX). But whereas most funds would spread those assets among a hundred or more holdings, Berkshire concentrates them in just 30 stocks.
These stocks are listed below, but if you'd like to track and analyze them yourself, click here to create a watch list. After clicking, simply name the portfolio and click continue. (If this link does not work, please register with Morningstar.com--registration is free--or sign in if you're already a member, and try again.) This will allow you to save and monitor these holdings within our Portfolio Manager.
Haywood Kelly, CFA has a position in the following securities mentioned above: BRK.B. Find out about Morningstar’s editorial policies.